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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,560 | $100,911-33.1% | $90,440-25.3% | $158,966-57.5% |
| Participation rate | 23.8% | 75.0%-51.2pp | 72.7%-48.9pp | 82.0%-58.2pp |
| Annual return | 15.08% | 1726.62%-1711.5pp | 1294.38%-1279.3pp | 302.95%-287.9pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,608 | $4,348-40.0% | $3,964-34.2% | $5,983-56.4% |
| Admin fee / account holder | $26,024 | $6,507+299.9% | $5,615+363.5% | $11,250+131.3% |